Below is a brief description of the various tracks. Select the name of the track below to see course descriptions.
Newer gift planners will benefit from the fundamentals track. Basic guidelines for gifts of cash, stock and real property are reviewed. Faculty will explain bequests, estate planning, charitable remainder unitrusts and handling major gifts of appreciated property.
Gift annuities continue to be one of the most popular planned gift agreements. This track explores the many creative ways gift annuities can be closed. Discover effective administration for keeping donors happy and understand state regulations.
Two-thirds of success in planned giving is the result of effective marketing. The eMarketing presentations explore practical ways of reaching donors and professionals through web sites, e-mail and eLiterature marketing. Understand the best ways to use eAcquisition techniques to draw donors to your site. Learn how to combine eMarketing with your overall marketing strategy and increase web contacts over time.
There are at least 15 different types of property that donors may use to make major gifts. This track covers essential planned giving strategies to close major property gifts. Explored are gift planning ideas for creative outright gifts, unitrusts, gift annuities, and how to give land, inventory, IRAs, businesses, stock and insurance.
Look for major gifts together with planned gifts in 2010. This track explores the interrelationship between major and planned gifts and provides best practices for gift cultivation and management.
Successful gift planners not only encourage and educate donors, but also know when and how to ask for a gift. Learn how to work more effectively with donors and facilitate positive gift decisions.
